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Local contacts

France: +33 (0)1 53 43 87 00 (9am - 6pm)

Luxembourg: +352 47 93 11 1 (8:30am - 5:30pm)

Monaco: +377 97 97 58 00 (9/12am - 2/5pm)

Switzerland: Geneva +41 22 819 02 02 & Zurich +41 44 218 56 11 (8:30am - 5:30pm)

Claims

Generate additional income

Understand your needs

Our experts can help you better cope with life events (new life project, unexpected event, retirement, etc.) by suggesting additional sources of revenue:

  • Sale of your business or real estate
  • Savings
  • Investments
  • Pensions

Why us ?

We don’t wait for the life event to occur to restructure your assets. That increases your chances of maintaining your lifestyle.

We can offer a variety of options thanks to a wide range of experts and strong collaboration between the Group’s business lines.  

Step by step

#1

We diagnose your assets.

#2

We look for the solutions best matching your requirements, alongside your legal and fiscal advisors.

#3

We identify potential sources of additional revenue.

Questions/Answers

To cope with everything life can throw at you or prepare for your retirement, the Societe Generale Private Banking teams can work alongside your usual advisors to organise your assets in order to maintain your lifestyle. We can discuss various solutions that will enable you to generate additional income, notably via our insurance and pension offer*.

(*) Accessing financial markets via unit-linked products carries a risk of capital loss. The value of such products is not guaranteed and is subject to upward and downward markets shifts.

Our experts are available to undertake thorough analysis of your financial situation. Depending on your objectives and the structure of your assets, we can help you organise your estate to provide you with the necessary liquidity to carry out your projects. Our credit structuring experts will suggest financing solutions matching your new requirements*.

(*) This does not constitute a credit offer. In all cases, a file will have to be submitted to our risk department for analysis.

Important information

The content provided on this page is for informational purposes only and is not contractually binding. It is not intended to provide investment advice or any other investment service and does not constitute a personal recommendation, advice, or an offer from Societe Generale Private Banking to purchase, sell or subscribe to investment services and/or financial products.

The information contained on this page shall not be considered legal, tax or accounting advice. The materials contained therein are for illustrative purposes only and designed to provide the reader with information that may be of use in making decisions. Under no circumstances should it be construed as a personalised recommendation. Readers should consider it neither as an investment recommendation, nor legal, accounting, or tax advice. All wealth management strategies under consideration will need to be approved by your usual legal and tax advisers before implementation.

This document is prepared using sources that Societe Generale Private Banking considers to be reliable and accurate at the time of its creation. Any and all information contained in this document may be amended without prior notice. In no event shall any Societe Generale Private Banking entity be held liable for any decision made by an investor on the basis of this information.

The contents of this page may not be reproduced, in whole or in part, without Societe Generale Private Banking's prior written consent. This document may not be disseminated in the US or to a US resident in any form whatsoever.

Before subscribing to any investment service or financial product, potential investors must read all of the information contained in the detailed documentation on the service or product being considered (prospectus, regulations, "Key Investor Information Document", Term Sheet, and contractual terms of the investment service), paying particular attention to that concerning the risks associated with the service or product.